Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
File 365 – Empower Salesforce with SharePoint integration
Integrate Salesforce and SharePoint for easy file management in Salesforce
- Business Need
- CollaborationDocument ManagementIntegration
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
FILE 365 is a Salesforce SharePoint integration for easier managing and editing files linked to Salesforce records. With FILE 365, you can open a file from a Salesforce record with just one click in the right Microsoft application ready for editing.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 4 of 4 Reviews
Efficient tool for managing account & project files within Salesforce
File 365 is an extremely efficient tool as it makes it easy to manage and organize all files related to our customers, cases and projects.. We can store all documents in SharePoint and open and edit them easily directly from Salesforce. And all documents saved in project folders in SharePoint are directly visible in Salesforce. We can now work from one system, Salesforce, and collaborate in all documents.
Thanks to FILE 365 we have a better oversight.
Previously, employees had to check regularly if the final versions of, for example, contracts and project proposals were in Salesforce. This is no longer necessary with Files 365. We can also bypass all those additional administrative actions: downloading, editing, saving, uploading and searching for the correct version. This way, we get much more value out of Salesforce.
Solved our problem
Our field engineers were getting frustrated with having to save their reports and reupload to SF each time. File 365 solved all our problems, now we edit documents within SF which was exactly what we needed. Merk was extremely helpful and communicative through the entire process. Would definitely recommend.
File 365
File 365 solved our problem with multiple versions of documents be used, multiple users being able to edit at the same time and has stopped documents being saved in the wrong location. It has made documents easily accessed through salesforce. File 365 was easy to implement and is an excellent solution for managing microsoft documents within salesforce.
Thank you Nicholas. It's always great when you can help customers and resolve their problems.